What does Downshift Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Downshift Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$19M743K10.1%

SCHWAB STRATEGIC TR

$19M701K9.9%

SCHWAB STRATEGIC TR

$18M661K9.6%

VANGUARD INDEX FDS

$17M49K8.9%

SCHWAB STRATEGIC TR

$17M678K8.7%

VANGUARD INDEX FDS

$10M31K5.3%

VANGUARD STAR FDS

$9M107K4.5%

VANGUARD SCOTTSDALE FDS

$7M111K3.4%

SCHWAB STRATEGIC TR

$6M195K3.3%

SPDR SERIES TRUST

$5M64K2.8%

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